Vendor Due Diligence Questionnaire

All states Compliance & Regulatory Updated August 11, 2026 Free Word and PDF

VENDOR DUE DILIGENCE QUESTIONNAIRE

DILIGENCE SCOPE AND HANDLING REGISTER

Topic Controlling Policy / Contract / Official Source Provision / Version / Date Requirement / Decision Responsible Party Evidence / Status
Issuer/regulatory coverage, vendor/service scope, risk tier, questions, and evidence [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Ownership, sanctions/PEP/adverse-media, export, anti-corruption, and geographic screening [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Data categories/individuals, privacy roles, transfers, rights, retention, and deletion [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Security, access, encryption, logging, development, incident, resilience, and testing criteria [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Subprocessors/fourth parties, notice/objection, flow-down, location, and monitoring [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Audit/certification evidence, insurance, licenses, financial viability, and remediation [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Confidentiality, privilege, secure transfer, access/sharing, correction, retention, and deletion [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]
Attestation, signer authority, update trigger/deadline, contract effect, and dispute process [INSERT] [INSERT] [INSERT] [INSERT] [INSERT]

Issuing Organization: [________________________________]
Date Issued: [__/__/____]
Due Date for Completion: [__/__/____]
Vendor Risk Tier: ☐ Critical | ☐ High | ☐ Medium | ☐ Low


TABLE OF CONTENTS

  1. Instructions and Scope
  2. Vendor Profile and Ownership
  3. Sanctions, PEP, and Adverse Media Screening
  4. Services, Data, and Locations
  5. Information Security Controls
  6. Privacy and Data Subject Rights
  7. Subprocessors and Fourth Parties
  8. Incident Response and Breach History
  9. Business Continuity and Disaster Recovery
  10. Certifications, Audits, and Testing
  11. Insurance Coverage
  12. Legal and Regulatory Matters
  13. Financial Viability
  14. ESG, Ethics, and Anti-Corruption
  15. Required Artifacts Checklist
  16. Attestation and Signoff

1. INSTRUCTIONS AND SCOPE

1.1 Purpose

This Vendor Due Diligence Questionnaire ("VDQ") collects the information and evidence selected in the Register for the issuing organization's vendor review. Responses may inform the approved risk-tiering, contracting, remediation, approval, and monitoring process; the questionnaire itself does not establish regulatory applicability or a compliance conclusion.

1.2 Completion Instructions

  • Complete only the sections selected in the Register; enter "N/A" with a brief explanation where an approved question does not apply.
  • Attach only the evidence requested through the approved secure-transfer and handling process.
  • Responses must reflect the vendor's actual, current controls and practices.
  • Evidence expectations by risk tier: [REGISTER ROW / INSERT].
  • Corporate-change lookback and scope: [REGISTER ROW / INSERT].

1.3 Confidentiality

Approved confidentiality, permitted-use, recipients, privilege/nonprivilege, compelled disclosure, secure transfer, access, retention, deletion, and incident process: [REGISTER ROW / INSERT]. Do not submit information until these terms and any separate agreement are complete.


2. VENDOR PROFILE AND OWNERSHIP

2.1 Corporate Information

Field Response
Legal Entity Name [________________________________]
Doing Business As (DBA) [________________________________]
Date of Incorporation/Formation [__/__/____]
Jurisdiction of Incorporation [________________________________]
Principal Business Address [________________________________]
Website [________________________________]
Tax Identification Number (EIN) [________________________________]
DUNS Number (if applicable) [________________________________]
Entity Type ☐ Corporation ☐ LLC ☐ Partnership ☐ Sole Proprietorship ☐ Other: [____]

2.2 Ownership Structure

Field Response
Ultimate Parent Company [________________________________]
Parent Company Jurisdiction [________________________________]
Is the vendor publicly traded? ☐ Yes ☐ No
If yes, stock exchange and ticker [________________________________]

Beneficial owners/control persons within the threshold and definition selected in the Register:

Name Title/Role Ownership Percentage Country of Residence
[________________________________] [________________] [____]% [________________]
[________________________________] [________________] [____]% [________________]
[________________________________] [________________] [____]% [________________]

2.3 Key Contacts

Role Name Email Phone
Primary Business Contact [________________] [________________] [________________]
Information Security Lead [________________] [________________] [________________]
Privacy Officer/DPO [________________] [________________] [________________]
Incident Response Contact [________________] [________________] [________________]
Billing/Finance Contact [________________] [________________] [________________]

3. SANCTIONS, PEP, AND ADVERSE MEDIA SCREENING

3.1 Sanctions Screening

Use only the current lists, covered persons/entities, ownership/control rules, countries, timing, match-resolution, escalation, and evidence approved in the Register. A vendor self-report is not a sanctions determination.

☐ Vendor reports screening against the following selected lists:

Sanctions List Screened Match Found
OFAC Specially Designated Nationals (SDN) ☐ Yes ☐ No ☐ Yes ☐ No
OFAC Consolidated Sanctions List ☐ Yes ☐ No ☐ Yes ☐ No
UN Security Council Consolidated List ☐ Yes ☐ No ☐ Yes ☐ No
EU Consolidated Financial Sanctions List ☐ Yes ☐ No ☐ Yes ☐ No
UK HM Treasury Sanctions List ☐ Yes ☐ No ☐ Yes ☐ No
Other applicable local lists ☐ Yes ☐ No ☐ Yes ☐ No

3.2 Politically Exposed Persons (PEP)

Do any beneficial owners, officers, or directors qualify as a Politically Exposed Person?

☐ Yes ☐ No

If yes, provide details: [________________________________]

3.3 Adverse Media

Has the vendor or any covered person been the subject of the selected adverse-media, enforcement, criminal, or civil events during this lookback period: [REGISTER ROW / PERIOD]?

☐ Yes ☐ No

If yes, provide details and describe remediation steps taken:

[________________________________]


4. SERVICES, DATA, AND LOCATIONS

4.1 Services Description

Field Response
Description of services to be provided [________________________________]
Criticality to our operations ☐ Critical ☐ High ☐ Medium ☐ Low
Will the vendor interact with our customers? ☐ Yes ☐ No
Will the vendor have access to our systems? ☐ Yes ☐ No
Type of access ☐ Read-only ☐ Read/Write ☐ Administrative ☐ N/A

4.2 Data Categories Handled

☐ Personally Identifiable Information (PII)
☐ Protected Health Information (PHI)
☐ Payment Card Industry Data (PCI)
☐ Financial account data
☐ Social Security Numbers
☐ Biometric data
☐ Children's/minors' data under the age definition identified in the Register
☐ Sensitive personal information (as defined by state privacy laws)
☐ Trade secrets or confidential business information
☐ Employee data
☐ Authentication credentials
☐ Other regulated data: [________________________________]

Estimated volume of records: ☐ <1,000 ☐ 1,000–10,000 ☐ 10,000–100,000 ☐ 100,000–1M ☐ >1M

4.3 Data Processing and Storage Locations

Location (City, State/Country) Type of Activity Data Categories
[________________________________] ☐ Processing ☐ Storage ☐ Both [________________]
[________________________________] ☐ Processing ☐ Storage ☐ Both [________________]
[________________________________] ☐ Processing ☐ Storage ☐ Both [________________]

4.4 Cross-Border Transfers

Will data cross any country/region boundary or be remotely accessed from a location identified in the Register? ☐ Yes ☐ No

If yes, describe transfer mechanisms in use:
☐ Standard Contractual Clauses (SCCs)
☐ UK International Data Transfer Agreement (IDTA)
☐ Binding Corporate Rules (BCRs)
☐ Consent
☐ Other: [________________________________]


5. INFORMATION SECURITY CONTROLS

5.1 Access Controls

# Control Area Response Details
5.1.1 Is multi-factor authentication (MFA) required for all remote access? ☐ Yes ☐ No [________________]
5.1.2 Is MFA required for access to systems processing our data? ☐ Yes ☐ No [________________]
5.1.3 Is role-based access control (RBAC) implemented? ☐ Yes ☐ No [________________]
5.1.4 Is the principle of least privilege enforced? ☐ Yes ☐ No ☐ Partial [________________]
5.1.5 Are access rights reviewed periodically? ☐ Yes ☐ No Frequency: [____]
5.1.6 Is access terminated within 24 hours of employee departure? ☐ Yes ☐ No SLA: [____]
5.1.7 Is privileged access managed and monitored separately? ☐ Yes ☐ No ☐ Partial [________________]

5.2 Encryption and Key Management

# Control Area Response Details
5.2.1 Is data encrypted at rest? ☐ Yes ☐ No Algorithm: [____]
5.2.2 Is data encrypted in transit? ☐ Yes ☐ No Protocol: [____]
5.2.3 Are encryption keys managed separately from encrypted data? ☐ Yes ☐ No [________________]
5.2.4 Is a formal key management program documented? ☐ Yes ☐ No [________________]

5.3 Network and Infrastructure Security

# Control Area Response Details
5.3.1 Are firewalls implemented and maintained? ☐ Yes ☐ No [________________]
5.3.2 Is intrusion detection/prevention (IDS/IPS) deployed? ☐ Yes ☐ No [________________]
5.3.3 Is network segmentation implemented? ☐ Yes ☐ No [________________]
5.3.4 Are systems hardened to security baselines (CIS, DISA STIG)? ☐ Yes ☐ No ☐ Partial [________________]
5.3.5 Is there a patch management program? ☐ Yes ☐ No SLA: [____]
5.3.6 Are vulnerability scans conducted regularly? ☐ Yes ☐ No Frequency: [____]

5.4 Endpoint and Physical Security

# Control Area Response Details
5.4.1 Is endpoint detection and response (EDR) deployed? ☐ Yes ☐ No Product: [____]
5.4.2 Are endpoints encrypted (full disk)? ☐ Yes ☐ No [________________]
5.4.3 Is mobile device management (MDM) implemented? ☐ Yes ☐ No ☐ N/A [________________]
5.4.4 Are physical access controls in place at data center facilities? ☐ Yes ☐ No [________________]
5.4.5 Is video surveillance maintained? ☐ Yes ☐ No [________________]

5.5 Logging and Monitoring

# Control Area Response Details
5.5.1 Are security events centrally logged and monitored? ☐ Yes ☐ No SIEM: [____]
5.5.2 Are logs retained for a minimum of 12 months? ☐ Yes ☐ No Retention: [____]
5.5.3 Is a Security Operations Center (SOC) maintained? ☐ Yes ☐ No ☐ In-house ☐ MSSP
5.5.4 Are alerts triaged and investigated with documented SLAs? ☐ Yes ☐ No [________________]

5.6 Secure Development Lifecycle (SDLC)

# Control Area Response Details
5.6.1 Is a secure SDLC methodology followed? ☐ Yes ☐ No ☐ N/A [________________]
5.6.2 Are static/dynamic application security tests (SAST/DAST) performed? ☐ Yes ☐ No ☐ N/A [________________]
5.6.3 Is code review performed before deployment? ☐ Yes ☐ No ☐ N/A [________________]

6. PRIVACY AND DATA SUBJECT RIGHTS

6.1 Privacy Program

# Control Area Response Details
6.1.1 Is there a designated privacy officer or DPO? ☐ Yes ☐ No Name: [________________]
6.1.2 Is there a written privacy policy? ☐ Yes ☐ No [________________]
6.1.3 Are privacy impact assessments conducted for high-risk processing? ☐ Yes ☐ No [________________]
6.1.4 Is privacy training provided to employees? ☐ Yes ☐ No Frequency: [____]

6.2 Data Handling Practices

# Control Area Response Details
6.2.1 Are data minimization principles followed? ☐ Yes ☐ No [________________]
6.2.2 Are data retention schedules documented? ☐ Yes ☐ No [________________]
6.2.3 Are secure deletion procedures in place? ☐ Yes ☐ No Method: [________________]
6.2.4 Can data be returned/transferred upon contract termination? ☐ Yes ☐ No Format: [________________]
6.2.5 Will the vendor certify deletion in writing? ☐ Yes ☐ No [________________]

6.3 Consumer/Data Subject Rights Support

Can the vendor support the following rights requests within applicable statutory timelines?

Right Supported Typical Response Time
Access/Know ☐ Yes ☐ No [____] days
Deletion ☐ Yes ☐ No [____] days
Correction/Rectification ☐ Yes ☐ No [____] days
Data Portability ☐ Yes ☐ No [____] days
Opt-Out of Sale/Sharing ☐ Yes ☐ No [____] days
Opt-Out of Targeted Advertising ☐ Yes ☐ No [____] days
Opt-Out of Profiling ☐ Yes ☐ No [____] days
Restrict Processing of Sensitive Data ☐ Yes ☐ No [____] days

7. SUBPROCESSORS AND FOURTH PARTIES

7.1 Subprocessor Inventory

Does the vendor use subprocessors or subcontractors to perform the services? ☐ Yes ☐ No

If yes, list all subprocessors that will access, process, or store our data:

Subprocessor Name Services Provided Location Data Types Accessed
[________________________________] [________________] [________________] [________________]
[________________________________] [________________] [________________] [________________]
[________________________________] [________________] [________________] [________________]

7.2 Subprocessor Oversight

# Control Area Response
7.2.1 Are subprocessors subject to due diligence before engagement? ☐ Yes ☐ No
7.2.2 Are subprocessor agreements in place with equivalent data protection terms? ☐ Yes ☐ No
7.2.3 Will we be notified before new subprocessors are engaged? ☐ Yes ☐ No
7.2.4 Do we have the right to object to new subprocessors? ☐ Yes ☐ No
7.2.5 Notice period for subprocessor changes [____] days

8. INCIDENT RESPONSE AND BREACH HISTORY

8.1 Incident Response Program

# Control Area Response Details
8.1.1 Is there a documented incident response plan? ☐ Yes ☐ No [________________]
8.1.2 Is 24/7 incident response capability maintained? ☐ Yes ☐ No [________________]
8.1.3 Customer breach notification SLA [____] hours [________________]
8.1.4 Is the incident response plan tested annually? ☐ Yes ☐ No Last test: [__/__/____]
8.1.5 Does the vendor retain a forensics firm on retainer? ☐ Yes ☐ No Firm: [________________]

8.2 Breach History (Last 3 Years)

Has the vendor experienced any data breaches, security incidents, or regulatory investigations in the past three (3) years? ☐ Yes ☐ No

If yes, provide details:

Date Nature of Incident Data Impacted Number of Records Remediation Taken
[__/__/____] [________________] [________________] [________________] [________________]
[__/__/____] [________________] [________________] [________________] [________________]

9. BUSINESS CONTINUITY AND DISASTER RECOVERY

# Control Area Response Details
9.1 Is there a documented business continuity plan (BCP)? ☐ Yes ☐ No [________________]
9.2 Is there a documented disaster recovery plan (DRP)? ☐ Yes ☐ No [________________]
9.3 Recovery Time Objective (RTO) [____] hours [________________]
9.4 Recovery Point Objective (RPO) [____] hours [________________]
9.5 Are regular backups performed? ☐ Yes ☐ No Frequency: [____]
9.6 Are backups stored in a separate location? ☐ Yes ☐ No [________________]
9.7 Are backup restorations tested? ☐ Yes ☐ No Frequency: [____]
9.8 Is the DRP tested at least annually? ☐ Yes ☐ No Last test: [__/__/____]
9.9 Are there single points of failure identified and mitigated? ☐ Yes ☐ No [________________]
9.10 Is there a pandemic/geographic disruption plan? ☐ Yes ☐ No [________________]

10. CERTIFICATIONS, AUDITS, AND TESTING

10.1 Current Certifications

Certification Maintained Scope Covers Our Services Expiration Date
SOC 2 Type II ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
SOC 1 Type II ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
ISO 27001:2022 ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
HITRUST CSF ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
PCI DSS ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
FedRAMP ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
CSA STAR ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]
Other: [________________] ☐ Yes ☐ No ☐ Yes ☐ No [__/__/____]

10.2 Audit Exceptions

Were any exceptions or qualifications noted in the most recent audit report? ☐ Yes ☐ No

If yes, describe exceptions and remediation status: [________________________________]

10.3 Penetration Testing

Field Response
Frequency of penetration testing ☐ Annual ☐ Semi-Annual ☐ Quarterly ☐ Other: [____]
Date of last penetration test [__/__/____]
Were critical or high findings identified? ☐ Yes ☐ No
Have all critical/high findings been remediated? ☐ Yes ☐ No ☐ In Progress
Will you share a summary report? ☐ Yes ☐ No

11. INSURANCE COVERAGE

Coverage Type Carrier Limit Expiration
Cyber/Technology E&O [________________] $[________________] [__/__/____]
General Liability [________________] $[________________] [__/__/____]
Professional Liability/E&O [________________] $[________________] [__/__/____]
Crime/Fidelity [________________] $[________________] [__/__/____]
Workers' Compensation [________________] $[________________] [__/__/____]

12. LEGAL AND REGULATORY MATTERS

12.1 Licenses and Registrations

# Question Response
12.1.1 Does the vendor hold all licenses required to perform the services? ☐ Yes ☐ No ☐ N/A
12.1.2 List applicable licenses [________________________________]
12.1.3 Has the vendor been subject to any regulatory examination in the past 3 years? ☐ Yes ☐ No
12.1.4 Are there any pending or resolved consent orders, settlements, or enforcement actions? ☐ Yes ☐ No
12.1.5 Is there pending litigation related to the services to be provided? ☐ Yes ☐ No

If yes to any above, provide details: [________________________________]

12.2 Export Controls

# Question Response
12.2.1 Are the vendor's products or services subject to U.S. export controls (EAR/ITAR)? ☐ Yes ☐ No ☐ N/A
12.2.2 Is an export license required? ☐ Yes ☐ No ☐ N/A

12.3 Mergers and Acquisitions

Has the vendor undergone any merger, acquisition, or change of control in the past 24 months? ☐ Yes ☐ No

If yes, describe: [________________________________]


13. FINANCIAL VIABILITY

# Question Response
13.1 Is the vendor willing to provide audited financial statements or a going-concern assessment? ☐ Yes ☐ No
13.2 Has the vendor experienced any material adverse changes in the past 12 months? ☐ Yes ☐ No
13.3 Revenue concentration: does any single client represent >25% of revenue? ☐ Yes ☐ No
13.4 Has the vendor laid off more than 10% of staff in the past 12 months? ☐ Yes ☐ No

14. ESG, ETHICS, AND ANTI-CORRUPTION

# Control Area Response
14.1 Is there a written code of conduct or ethics policy? ☐ Yes ☐ No
14.2 Is there an anti-corruption/anti-bribery program? ☐ Yes ☐ No
14.3 Is there a whistleblower/reporting hotline? ☐ Yes ☐ No
14.4 Is there a modern slavery/forced labor policy? ☐ Yes ☐ No
14.5 Is anti-corruption training provided to employees? ☐ Yes ☐ No
14.6 Has the vendor been investigated for corruption or bribery? ☐ Yes ☐ No

15. REQUIRED ARTIFACTS CHECKLIST

Please provide the following documents with your completed questionnaire:

# Document Provided N/A
15.1 Information Security Policy ☐ ☐
15.2 Privacy Policy ☐ ☐
15.3 Incident Response Plan (summary) ☐ ☐
15.4 Business Continuity/DR Plan (summary) ☐ ☐
15.5 SOC 2 Type II Report (or bridge letter) ☐ ☐
15.6 ISO 27001 Certificate ☐ ☐
15.7 PCI DSS Attestation of Compliance ☐ ☐
15.8 Penetration Test Summary Report ☐ ☐
15.9 Subprocessor/Subcontractor List ☐ ☐
15.10 Data Flow Diagram ☐ ☐
15.11 Insurance Certificate(s) ☐ ☐
15.12 Sample DPA / Security Addendum ☐ ☐
15.13 Code of Conduct / Ethics Policy ☐ ☐
15.14 Financial Statements (if requested) ☐ ☐
15.15 DPIA / Privacy Impact Assessment (if available) ☐ ☐

16. ATTESTATION AND SIGNOFF

Use only the signer authority, knowledge standard, evidence review, completeness qualification, corrections, update trigger/deadline, contract effect, remedies, and signature method approved in the Register. Insert the exact approved attestation here:

[INSERT APPROVED ATTESTATION; state "questionnaire response only" if no certification is required]

Authorized Representative:

Field Information
Name [________________________________]
Title [________________________________]
Email [________________________________]
Phone [________________________________]
Signature [________________________________]
Date [__/__/____]

SOURCES AND REFERENCES

List only the current official requirements, contract/policy sources, framework/standard versions, and internal risk methodology selected in the Register:

  • [SOURCE / VERSION / DATE / SCOPE]
  • [SOURCE / VERSION / DATE / SCOPE]
  • [SOURCE / VERSION / DATE / SCOPE]

This informational questionnaire must be customized to the actual issuer, regulated status, vendor, services, data/systems/access, individuals, countries, subprocessors, risk tier, contracts, selected frameworks, evidence-handling process, and current governing jurisdictions. Use does not itself establish regulatory coverage, sanctions or export status, privacy roles/rights, a security standard, incident deadline, audit right, confidentiality, compliance, certification, signer authority, update duty, termination right, or legal liability.

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About this template

Last updated
August 11, 2026
Citations checked
August 11, 2026
Jurisdiction
All states
Category
Compliance & Regulatory

Legal authority

  • None — universal vendor-information intake; regulated-entity coverage, risk tiers, required questions/evidence, sanctions/ownership screening, privacy/data categories, transfer mechanisms, security standards, rights/deadlines, incident notice, retention, audit, insurance, export, anti-corruption, confidentiality, signature, update, and legal-effect requirements must be derived from the issuing organization, vendor, services, data, locations, contracts, and current governing jurisdictions

Compliance documents are what regulated businesses use to prove they follow the rules that apply to their industry, whether that is privacy, anti-money-laundering, consumer protection, or sector-specific requirements. Regulators look for consistent policies, up-to-date records, and clear evidence of employee training. The cost of getting compliance paperwork right is almost always smaller than the cost of an enforcement action, fine, or public disclosure.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on August 11, 2026.

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